Directors Report

Outdoor Resort Palm Springs Owners Association Operating Fund Working Capital Policy

Policy Statement

The Controller shall maintain one week to two weeks (2%-4%) of the Operating Fund's current annual budget as working capital for unforseen circumstances.

Working Capital at the end of any fiscal year exceeding 4% of the current annual budget will be realloacated as determined by the Board of Directors in accordance with our Governing Documents and California Civil Code.

Working Capital is defined as Current Assets minus Current Liabilities on the Operating Fund Balance Sheet.

Any recommendations to modify this policy should be reviewed with the General Manager and Controller prior to submission to the Board of Directors for final approval. (See Administative Policies and Procedures).

11/31/2020

11/31/2019

Current Assets Cash

141,064 326,380

300,261 313,292

Receivables

Other Current Assets

80,611

75,663

Total

548,054

689,217

Current Liabilities

Accounts Payable

83,302 54,797 183,431

102,970 69,772 172,188

Accruals (payroll items)

Owners Assessments prepaid Capital Lease Payable Other Current Liabilities

-

42,901

30,518

Total

364,431

375,448

Working Capital

183,623

313,769

2020-21

2019-20

Operating Fund Current Annual Budget

$

5,574,166

$

5,104,189

2% of Operating Budget 4% of Operating Budget

111,483 222,967

102,084 204,168

Actual - Working Capital as a Percentage of Operating Fund Current Annual Budget

3.29%

6.15%

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